See peer percentile detail. $4.99 for your first month.
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
See the 8-year trajectory. $4.99 for your first month.
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
See 1 actuary disclosure. $4.99 for your first month.
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $88,874 | $88,8740% | $179,823-50.6% | $52,198+70.3% |
| Participation rate | 100.0% | 33.3%+66.7pp | 42.1%+57.9pp | 11.0%+89.0pp |
| Annual return | 7.49% | 7.34%+0.2pp | 148.21%-140.7pp | 8.23%-0.7pp |
| Employer contribution / active EE | $0 | $7,073-100.0% | $26,792-100.0% | $13,859-100.0% |
| Participant deferral / active EE | $0 | $0 | $63-100.0% | $61-100.0% |
| Admin fee / account holder | $0 | $1,652-100.0% | $1,660-100.0% | $1,652-100.0% |